Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

LUIS OCHOA AGUILAR

Summary

PROFESSIONAL RESUME I am a Mechanical Engineer with more than 25 years of experience in high-performance / consultative sales and complex operations. With extensive experience leading teams, building business cases, and defining implementation plans to deliver results. I can conduct detailed analyses to find and develop business opportunities and also detect inefficiencies to propose changes in the commercial and/or operational processes. I drive a high standard focused on customer satisfaction; ensuring long-term relationships and looking forward to exceeding customer expectations. Recognized and highlighted in the financial services industry for exceeding objectives and goals, both for sales volume and quality of customer service and retention. I have proven experience generating results by up-selling and cross-selling on a given customer base. With strong coaching, talent development, customer services, data analysis and teamwork skills.

Overview

26
26
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
2
2
Languages

Work History

Independent Consultant

AIS Soluciones SA de CV
  • Mentor
  • MAIN ACHIEVEMENTS
  • My insured portfolio reached an Insured Sum value of 187 Million pesos with an annual payment premium of 5.2 Million pesos
  • My customer base is built strongly on cross-selling activities
  • Every year conventioneer ranked among the first 200 advisors nationwide.

Independent Consultant

Clicx Consulting
01.2021 - 01.2023
  • Clicx is a firm focused on 2 services: Life Insurance Consultative Selling, and Enhancing Planning and Execution Consultancy
  • I design and implement a Strategic Business Plan to expand the customer base, mainly oriented toward Mid-Size company owners, and to grow sales volume using up-selling and cross-selling strategies in the current customer base
  • I build trust and promote solid and lasting relationships with clients understanding their needs and objectives
  • I keep close contact and relationship with my customer base
  • This has allowed me to maintain an average of 3 life/savings insurance policies per client
  • I teach a high-performance planning and execution methodology based on 12 Week Cycles
  • I do this for my team, sales teams, independent consultants from other agencies and companies, and other industry entrepreneurs.

Bdg Facility Services
01.2018 - 01.2020
  • Chief Of Culture and Internal Operations
  • I started a deep Culture transformation based on effective execution and severe customer service, internal and external
  • I guaranteed the supply of trained personnel with tools and consumables in each of the 460 service points nationwide by controlling the departments of Human Development, Training, Purchasing, Warehouse, and Logistics
  • My team involved 24 people
  • MAIN ACHIEVEMENTS:
  • After Four months, we had the mapping of processes, definition of positions, and development of operating manuals for all areas
  • I rocketed the training approach by developing a digital platform for remote access to more than 800 operators nationwide
  • It was the basis for a permanent training program
  • To ensure Customer Satisfaction, I integrated a team of six people for Quality and Service in the field and coordinated the development of a custom-designed app as a tool
  • I coordinated the integration of S&OP (Sales and Operations Planning) sessions to guarantee compliance with the materials supply and trained personnel to start new services
  • A 94% effectiveness rate was achieved in new services
  • On Purchasing Dept
  • I expanded the supplier base, and operation controls were created
  • Basic materials cost was reduced by 12%
  • In Warehouse and Logistics, I integrated compliance KPIs in shipments
  • Reduced warehouse size and cost by 50% and achieved compliance of over 92% in shipments on time and complete.

Independent Consultant

Clicx Consulting
01.2008 - 01.2018
  • Advice and Consultative Sales of Life Insurance

CEO- Owner

Eutectic México SA de CV
01.1996 - 01.1997
  • I did process analysis, understanding wear phenomena in the key heavy industry equipment
  • ( Cement, Steel, Mines, Sugar )
  • I Participated in designing, manufacturing, and assembly of solutions against wear
  • MAIN ACHIEVEMENTS
  • On average, using special alloyed materials increased equipment life up to 3.7 times
  • Frequent supplier of 4 cement plants, the largest steel plant in Monterrey, and the largest soybean oil plant in Monterrey, among others
  • Manufacture of 4 dosing valves exported to Saudi Arabia steel plant, with sections of special material
  • Subcontract, not direct export
  • I reached a commercial agreement with a manufacturer of special supplies in the US, we produced specific pieces in Mexico sold by them in the US and Venezuela., Closed orders on 30%of the sugar mills (5 out of 18) located in the state of Veracruz during the 1996 maintenance season
  • 600 tons
  • I earned the position to control the northern region, being responsible for sales to manufacturers of boilers and heat exchangers in
  • Coahuila, Chihuahua and Nuevo León
  • Base in Monterrey, NL
  • 1997 and made the 1st time sale to the biggest boiler manufacturer in that region
  • 400 tons in 1997

Business Unit Manager

Tubos de Acero de México. SA
01.1993 - 01.1997
  • I was responsible for the operation (sales and administration) of the North Business Unit which included four states (Chihuahua,
  • Coahuila, Nuevo Leon, and Tamaulipas)
  • The team was formed by nine technical salespeople (engineers), two administrative staff, and one warehouse keeper
  • Sales of the business unit increased more than 40% in the first year
  • It went from 10.2 million pesos to 14.5 million pesos in 1998
  • I achieved this because I integrated the concept of selling solutions and not products
  • I developed a group of specialized process suppliers to solve wear problems together, thus expanding the range of services and not just selling weld boxes.

Commercial Executive

General Motors
01.1993 - 01.1996
  • Seamless Tubbing
  • I made the opening of the automotive market for cold-drawn seamless tubes
  • Base in CDMX
  • From,
  • Sleeves for constant velocity axles were integrated for, supplier, and rear axle protection bushings directly at
  • Volkswagen
  • Sale of 2,600 tons/year
  • I started selling seamless tubbing in sugar mills and manufacturers of heat exchangers in Veracruz
  • Base in Veracruz.

Quality and Supplier Development Engineer

06.1991 - 01.1993
  • Responsible for integrating policies, manuals, and quality control with an assigned group of suppliers
  • Execution of annual quality audits on each supplier facility.

General Motors de México SA
01.1991 - 01.1993

Education

Mechanical Engineering

Universidad la Salle
01.1986 - 01.1991

Skills

Sales Development

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Accomplishments

  • NOM035 Analysis and Implementation Process
  • CDT Consultores (2018)
  • Storytelling for Sales - Shawn Callahan ( Autor ) (2016)
  • ACKNOWLEDGMENTS
  • MDRT Member - ( Million Dollar Round Table ) International Organization of Financial Services
  • 2008 to 2017 in a row
  • Golden Eagle -Achieved for high productivity and sales results - from 2009 to 2017
  • Coberturas Vitales.SC
  • SMNYL
  • Honorific Mention - Achieved in 2008 due to sales volume in the first year as Independent consultant given by Seguros Monterrey
  • New York Life

Certification

Tax benefits. Key Man Insurance Projects. Update - GNP (2022)

Timeline

Independent Consultant

Clicx Consulting
01.2021 - 01.2023

Bdg Facility Services
01.2018 - 01.2020

Independent Consultant

Clicx Consulting
01.2008 - 01.2018

CEO- Owner

Eutectic México SA de CV
01.1996 - 01.1997

Business Unit Manager

Tubos de Acero de México. SA
01.1993 - 01.1997

Commercial Executive

General Motors
01.1993 - 01.1996

Quality and Supplier Development Engineer

06.1991 - 01.1993

General Motors de México SA
01.1991 - 01.1993

Mechanical Engineering

Universidad la Salle
01.1986 - 01.1991

Independent Consultant

AIS Soluciones SA de CV

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LUIS OCHOA AGUILAR